See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,250 | $115,770-72.1% | $101,248-68.1% | $158,922-79.7% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 4.76% | 56.14%-51.4pp | 46.47%-41.7pp | 302.83%-298.1pp |
| Employer contribution / active EE | $1,065 | $4,175-74.5% | $3,660-70.9% | $4,761-77.6% |
| Participant deferral / active EE | $4,353 | $4,957-12.2% | $4,370-0.4% | $5,982-27.2% |
| Admin fee / account holder | $807 | $7,245-88.9% | $5,945-86.4% | $11,246-92.8% |